Todd Carlson is a registered investment advisor at Carlson Financial Advisory, LLC, based in Liberty Lake, WA, with 12 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $1.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Carlson Financial Advisory refers clients to Matson Money, Inc. for investment management. The fee is separate from the 0.50% expense ratio associated with the Matson Money mutual funds. This fee is negotiable.
Fee Estimator
Location
23403 E. Mission Avenue, Suite 200F, Liberty Lake, WA, 99019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Todd provides business valuation and consulting services through Carlson Financial Valuation, as well as preparing individual income taxes. This non-investment related activity takes about a quarter of his time.
Employment History
Current Registrations
Carlson Financial Advisory, LLC
Previous Registrations
Signature Investments, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.